Insights

June 27, 2024

Weighing up the ‘Yin and Yang’ forces impacting US equities

Macro economic backdrop has been supportive of risk appetite
Market Navigation
June 6, 2024

Examining Global Infrastructure returns and sector rotation – EM take the lead

The FT Wilshire GLIO (Global Listed Infrastructure Organisation) Listed Infrastructure Indexes provide exposure to global companies which own and/or are operators of infrastructure assets
Market Navigation
May 28, 2024

2024 EPS growth forecasts: So far so good, but optimism is starting to erode

2023 was a disappointing year in terms of EPS growth.US equities only delivered +2.3% growth while the World ex US saw a decline of -4.2%.
Market Navigation
March 25, 2024

Will good news equal bad news?

On the back of surprisingly robust growth in 2023, both consensus forecasts and the Federal Reserve have been upgrading expectations for 2024.
Market Navigation
March 4, 2024

Looking at the drivers behind the surge in Japanese equities

Japanese Equities have continued to power ahead delivering a 13% return YTD through to the end of February
Market Navigation
February 23, 2024

Is the AI trade creating a TMT valuation bubble redux?

The continued surge in Nvidia and other AI related stocks is posing a question about US equity valuation status
Market Navigation
February 5, 2024

Divergence appearing in the contribution from US tech stocks to market performance

The rally in US equities over the last 3 months (+16.4%) was partly a function of growing confidence in peak rates and anticipation of an easing cycle
January 25, 2024

In search/need of a new driver of risk appetite in 2024

The FT Wilshire 5000 26.1% return in 2023 was driven by 2 large up-legs
Market Navigation
January 4, 2024

2023 – A stellar year for US equities delivering the 6th best annual return this century

The FT Wilshire 5000 delivered a 26.1% return in 2023
Market Navigation
November 16, 2023

The 2024 market outlook ’Magnificent 7’ wish list

In our latest Market Driver report we identified the ‘Magnificent 7’ risk appetite wish list 2024
Market Navigation
October 25, 2023

Not all valuation shifts are the same - assessing the quality of recent PE declines

All equity regions have experienced a large de-rating from their 2021 highs
Market Navigation
October 4, 2023

September saw risk appetite impacted by ‘higher for longer’ US Financial Conditions

September was the largest monthly decline this year and it produced a negative return of -3.3% for Q3
Market Navigation